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Phreesia (PHR) Institutional Ownership

Phreesia logo
$25.16 +1.32 (+5.54%)
(As of 12/20/2024 05:16 PM ET)
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Institutional Ownership Changes (13F Filings) for Phreesia (NYSE:PHR)

Current
Institutional Ownership
Percentage
92.10%
Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$160.90M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$98.92M
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PHR Institutional Buying and Selling by Quarter

Phreesia Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/27/2024 Franklin Resources Inc.1,497,631$31.50M0.0%+3.0%2.592%
11/16/2024 Geode Capital Management LLC1,245,797$28.40M0.0%+4.7%2.156%
11/15/2024 M&T Bank Corp35,127$801K0.0%+4.6%0.061%
11/15/2024 Barclays PLC94,929$2.16M0.0%+83.6%0.164%
11/15/2024 XTX Topco Ltd10,844$247K0.0%N/A0.019%
11/15/2024 Zacks Investment Management27,701$631K0.0%N/A0.048%
11/15/2024 State Street Corp1,327,586$30.26M0.0%+7.1%2.298%
11/15/2024 ArrowMark Colorado Holdings LLC343,206$7.82M0.1%-9.9%0.594%
11/14/2024 Bellevue Group AG422,406$9.63M0.2%-4.7%0.731%
11/14/2024 Verition Fund Management LLC15,684$357K0.0%N/A0.027%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,535,028$34.98M0.0%-15.4%2.657%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank14,015$319K0.0%+9.9%0.024%
11/14/2024 MetLife Investment Management LLC30,781$701K0.0%+3.8%0.053%
11/13/2024 Bridgewater Associates LP30,445$694K0.0%-51.1%0.053%
11/13/2024 FMR LLC6,697,395$152.63M0.0%-0.7%11.593%
11/13/2024 The Manufacturers Life Insurance Company27,935$637K0.0%+3.3%0.048%
11/13/2024 Dynamic Technology Lab Private Ltd24,079$549K0.1%N/A0.042%
11/12/2024 Algert Global LLC26,827$611K0.0%-41.0%0.046%
11/12/2024 M Holdings Securities Inc.15,000$342K0.1%-14.3%0.026%
11/12/2024 Champlain Investment Partners LLC2,503,837$57.06M0.3%+4.1%4.334%
11/12/2024 Charles Schwab Investment Management Inc.447,239$10.19M0.0%+3.7%0.774%
11/9/2024 Intech Investment Management LLC13,862$316K0.0%N/A0.024%
11/8/2024 Commerce Bank16,281$371K0.0%-3.6%0.028%
11/7/2024 Quest Partners LLC31,296$713K0.1%+5,361.8%0.054%
11/5/2024 Sumitomo Mitsui Trust Group Inc.15,458$352K0.0%-60.8%0.027%
11/5/2024 GSA Capital Partners LLP49,553$1.13M0.1%+418.3%0.086%
11/4/2024 Versor Investments LP30,441$694K0.1%N/A0.053%
11/4/2024 TimesSquare Capital Management LLC868,409$19.79M0.3%+2.3%1.503%
10/29/2024 Arcadia Investment Management Corp MI97,085$2.21M0.4%+9.5%0.168%
10/22/2024 International Assets Investment Management LLC1,459$33K0.0%+2,179.7%0.003%
10/17/2024Trust Point Inc.17,887$408K0.0%+3.5%0.031%
10/11/2024 Wesbanco Bank Inc.26,000$593K0.0%N/A0.045%
10/10/2024 Essex Investment Management Co. LLC117,849$2.69M0.5%+44.7%0.205%
10/10/2024 Inspire Investing LLC18,263$416K0.0%N/A0.032%
10/7/2024 Diversified Trust Co24,356$555K0.0%+12.9%0.042%
10/3/2024 SG Americas Securities LLC41,849$954K0.0%N/A0.072%
9/16/2024 Cubist Systematic Strategies LLC4,700$100K0.0%-95.5%0.008%
8/19/2024 Point72 Asset Management L.P.5,000$106K0.0%-93.0%0.009%
8/16/2024 Algert Global LLC45,467$964K0.0%-66.2%0.079%
8/15/2024 Select Equity Group L.P.15,858$336K0.0%+14.7%0.028%
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8/15/2024 Deerfield Management Company L.P. Series C192,347$4.08M0.1%N/A0.335%
8/14/2024 Squarepoint Ops LLC250,396$5.31M0.0%+56.3%0.436%
8/14/2024 Cubist Systematic Strategies LLC4,700$100K0.0%-95.5%0.008%
8/14/2024 Point72 DIFC Ltd9,882$209K0.0%N/A0.017%
8/14/2024 Marshall Wace LLP40,010$848K0.0%-73.9%0.070%
8/14/2024 Lombard Odier Asset Management USA Corp9,505$202K0.0%N/A0.017%
8/13/2024 Ensign Peak Advisors Inc22,491$477K0.0%+3.2%0.039%
8/13/2024 Sei Investments Co.165,327$3.51M0.0%+135.3%0.288%
8/13/2024 Public Employees Retirement Association of Colorado7,551$160K0.0%-8.3%0.013%
8/12/2024 Hsbc Holdings PLC13,736$301K0.0%N/A0.024%
8/12/2024 Blair William & Co. IL725,500$15.38M0.0%-3.6%1.264%
8/12/2024 Mercer Global Advisors Inc. ADV11,410$242K0.0%-9.8%0.020%
8/9/2024 Dimensional Fund Advisors LP171,994$3.65M0.0%-1.3%0.300%
8/5/2024 Arcadia Investment Management Corp MI88,625$1.88M0.3%+13.9%0.154%
8/1/2024 Rhumbline Advisers82,136$1.74M0.0%+1.0%0.143%
7/31/2024 nVerses Capital LLC3,000$64K0.0%+76.5%0.005%
7/29/2024 Peregrine Capital Management LLC354,607$7.52M0.2%+11.3%0.618%
7/26/2024 Bank of New York Mellon Corp214,430$4.55M0.0%+8.4%0.374%
7/16/2024 Diversified Trust Co21,574$457K0.0%+102.0%0.038%
7/12/2024 QRG Capital Management Inc.10,997$233K0.0%-16.9%0.019%
7/3/2024 Moody National Bank Trust Division67,376$1.43M0.1%-5.2%0.117%
5/28/2024 Boston Partners27,962$669K0.0%N/A0.049%
5/16/2024 California State Teachers Retirement System52,866$1.27M0.0%-4.6%0.094%
5/16/2024 Janus Henderson Group PLC37,101$887K0.0%-91.9%0.066%
5/16/2024 Silvercrest Asset Management Group LLC447,638$10.71M0.1%+4.5%0.794%
5/15/2024 Public Employees Retirement Association of Colorado8,232$197K0.0%-7.3%0.015%
5/15/2024 Bellevue Group AG443,341$10.61M0.2%+5.2%0.786%
5/15/2024 Price T Rowe Associates Inc. MD72,712$1.74M0.0%-2.5%0.129%
5/15/2024 Lazard Asset Management LLC372,694$8.92M0.0%-23.7%0.661%
5/15/2024 Quadrature Capital Ltd8,433$202K0.0%N/A0.015%
5/14/2024 Capital International Investors2,593,063$62.05M0.0%+221.1%4.598%
5/14/2024 EntryPoint Capital LLC7,069$169K0.2%N/A0.013%
5/13/2024 Bessemer Group Inc.22,143$530K0.0%+312.3%0.039%
5/13/2024 Roubaix Capital LLC89,802$2.15M1.4%N/A0.159%
5/13/2024 Champlain Investment Partners LLC1,251,200$29.94M0.2%N/A2.219%
5/10/2024 Vanguard Group Inc.4,567,792$109.31M0.0%-1.3%8.101%
5/9/2024 Blair William & Co. IL752,700$18.01M0.1%+42.6%1.335%
5/9/2024 State Board of Administration of Florida Retirement System18,709$448K0.0%+27.0%0.033%
5/8/2024 ProShare Advisors LLC9,522$228K0.0%+8.6%0.017%
5/8/2024 Russell Investments Group Ltd.57,874$1.39M0.0%+1,407.9%0.103%
5/8/2024 QRG Capital Management Inc.13,227$317K0.0%+26.1%0.023%
5/7/2024 Sei Investments Co.70,269$1.68M0.0%-1.8%0.125%
5/7/2024 Swiss National Bank104,300$2.50M0.0%+1.0%0.185%
5/7/2024 ClariVest Asset Management LLC30,369$727K0.1%-33.0%0.054%
5/7/2024 TimesSquare Capital Management LLC799,519$19.13M0.3%-8.0%1.418%
5/3/2024 Essex Investment Management Co. LLC59,764$1.43M0.3%+1.9%0.106%
5/2/2024 Jennison Associates LLC29,733$712K0.0%-23.3%0.053%
5/1/2024 Mirae Asset Global Investments Co. Ltd.132,581$3.17M0.0%+31.7%0.235%
4/29/2024 Nichols & Pratt Advisers LLP MA12,365$296K0.0%-60.6%0.022%
4/26/2024 Conestoga Capital Advisors LLC78,085$1.87M0.0%+1.0%0.138%
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4/26/2024 Peregrine Capital Management LLC318,560$7.62M0.2%-1.0%0.565%
4/23/2024 Arcadia Investment Management Corp MI77,825$1.86M0.3%+105.7%0.138%
4/18/2024 Diversified Trust Co10,681$256K0.0%N/A0.019%
4/17/2024 WoodTrust Financial Corp31,000$742K0.1%+87.9%0.055%
4/4/2024 Moody National Bank Trust Division71,044$1.70M0.1%+41.9%0.126%
3/22/2024 PNC Financial Services Group Inc.9,817$227K0.0%-24.6%0.017%
3/11/2024 Vanguard Group Inc.4,628,441$107.15M0.0%+4.4%8.320%
2/15/2024 Ophir Asset Management Pty Ltd1,099,505$25.45M5.1%+24.1%1.976%
2/15/2024 Granahan Investment Management LLC1,060,070$24.54M0.8%-2.5%1.906%
2/15/2024 Birchview Capital LP114,700$2.66M2.1%+38.7%0.206%
(Data available from 1/1/2016 forward)

PHR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHR shares?

During the previous two years, 155 institutional investors and hedge funds held shares of Phreesia. The most heavily invested institutionals were FMR LLC ($152.63M), Vanguard Group Inc. ($109.31M), Brown Advisory Inc. ($91.45M), Capital International Investors ($62.05M), Credit Suisse AG ($58.31M), Champlain Investment Partners LLC ($57.06M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($34.98M).Learn more on PHR's institutional investors.

What percentage of Phreesia stock is owned by institutional investors?

92.10% of Phreesia stock is owned by institutional investors. Learn more on PHR's institutional investor holdings.

Which institutional investors have been buying Phreesia stock?

Of the 125 institutional investors that purchased Phreesia stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Capital International Investors ($1.79M), Jennison Associates LLC ($1.46M), Champlain Investment Partners LLC ($1.35M), Brown Advisory Inc. ($1.03M), Granahan Investment Management LLC ($1.01M), FMR LLC ($624.46K), and Rock Springs Capital Management LP ($473.89K).

How much institutional buying is happening at Phreesia?

Institutional investors have bought a total of 14,514,243 shares in the last 24 months. This purchase volume represents approximately $374.23M in transactions.

Which Phreesia major shareholders have been selling company stock?

Of the 73 institutional investors that sold Phreesia stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jennison Associates LLC ($2.54M), FMR LLC ($820.16K), Granahan Investment Management LLC ($571.34K), TimesSquare Capital Management LLC ($511.32K), Janus Henderson Group PLC ($423.54K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($278.43K), and Summit Partners Public Asset Management LLC ($271.72K).

How much institutional selling is happening at Phreesia?

Institutional investors have sold a total of 7,973,353 shares in the last 24 months. This volume of shares sold represents approximately $205.06M in transactions.


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This page (NYSE:PHR) was last updated on 12/21/2024 by MarketBeat.com Staff
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